Nvidia Grows Beyond Games

Nvidia Grows Beyond Games

On March 22, DFC Intelligence had the privilege to join a private analyst briefing with Nvidia CEO Jensen Huang.  This was an opportunity to ask Huang detailed questions following his keynote at the Nvidia GTC conference the previous day. The focus was almost entirely on Nvidia’s future in AI.  The key takeaway from the keynote and briefing was that Nvidia is in the process of its most expansive growth of business model ever.  That expansion is into AI which is hitting an .....
Corsair Looking to Have Strong 2023

Corsair Looking to Have Strong 2023

Like many companies in the hardware sector, Corsair Gaming (NASDAQ: CRSR) had a tough 2022.  From January 2022 to January 2023, Corsair stock was down 37% as revenue declined significantly. There were many issues facing Corsair in the past year.  This included high prices/GPU shortages slowing new PC builds, as well as economic conditions in Europe.  However, the U.S. showed signs of making a comeback and a new genera.....
Activision Stock Price Depends on Microsoft Acquisition

Activision Stock Price Depends on Microsoft Acquisition

Activision Blizzard (NASDAQ: ATVI) was one of the strongest performers in the DFC Intelligence Video Game Stock Index for 2022.  From January 2022 to January 2023, ATVI stock price increased 15% versus an average 30% decline in the index.  Of course, the reason for the increase was that Microsoft announced plans to buy Activision Blizz.....
DFC Intelligence Launches Video Game Stock Index

DFC Intelligence Launches Video Game Stock Index

Stock prices in the video game and interactive entertainment industry soared during COVID stay-at-home orders.  In 2022, stock prices came down across the board.  As the global economy heads towards a potential recession now is the time to evaluate company valuation.  To track the overall video game industry, DFC has launched the DFC Intelligence Video Game Stock Index. Introducing the Video Game Stock Index T.....
Capcom Top Video Game Stock of 2022

Capcom Top Video Game Stock of 2022

In the recently launched DFC Intelligence Video Game Stock Index, Capcom (9697.T-JP: Tokyo) (OTC:CCOEY) was the top performer with a stock increase of 37% from January 2022 to January 2023. The overall DFC Intelligence Video Game Stock Index was down 30% in 2022. In late October, Capcom announced a 30% decline in revenue for the first six months of the fiscal ye.....
High Expectations for Embracer Group

High Expectations for Embracer Group

The Embracer Group continued to make some big acquisition moves in 2022.  This included buying board game company Asmodee for $3 billion and getting the Eidos/Crystal Dynamic properties from Square Enix. Unfortunately, Embracer’s biggest video game release of 2022, a remake of THQ’s Saints Row, was a disappointment.  Overall Embracer Group stock was down 50% in 2022.  This compares with an average decline of 30% for the DFC Intelligence Video Game Stock Index .....
Nvidia Due for a Comeback in 2023

Nvidia Due for a Comeback in 2023

Hardware companies in the DFC Intelligence Video Game Stock Index were hammered in 2022 and Nvidia (NASDAQ: NVDA) was no exception.  Nvidia stock was down 52% from January 2022 to January 2023.  This was after a slight rally toward the end of the year. The big growth area for Nvidia has been data centers.  In the last quarter, Nvidia’s data center revenue was up 31% over the previous year quarter while ga.....
Potential Comeback Year for Turtle Beach

Potential Comeback Year for Turtle Beach

The stock price of hardware and accessories companies was hammered in 2022.  Turtle Beach (NASDAQ: HEAR) was no exception as the stock price declined 68% from January 2022 to January 2023. Going into 2023, DFC Intelligence is bullish on the category in general.  As the installed base for PlayStation 5 and Xbox Series X/S catchup to demand it will naturally result in growth for the accessories side.  Meanwhile, new graphics cards from Nvidia and AMD are resulting in new P.....